POS Settings
How to use POS Settings in Point of Sale: access, working steps, fields, related records and troubleshooting.
Purpose and access
Select the permitted POS profile, customer and items, then review totals and the payment method. Opening and closing activities, stock availability and posting rules depend on the configured profile and assigned permissions.
This page is a settings page in Sales & Marketing → Point of Sale. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open POS Settings from Sales & Marketing → Point of Sale, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Invoice Type Created via POS Screeninvoice_type | Select Optional | The system will create a Sales Invoice or a POS Invoice from the POS interface based on this setting. For high-volume transactions, it is recommended to use POS Invoice.Available choices
|
Create Ledger Entries for Change Amountpost_change_gl_entries | Check Optional | If enabled, ledger entries will be posted for change amount in POS transactions |
POS Additional Fieldsinvoice_fields | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Field |
POS Search Fieldspos_search_fields | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: POS Search Fields |
Child tables
POS Additional Fields — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Fieldnamefieldname | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Labellabel | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Fieldtypefieldtype | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Optionsoptions | Text Optional · Read-only | Provide the required record description or content. Keep operational instructions clear and applicable. |
Default Valuedefault_value | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Mandatoryreqd | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Read Onlyread_only | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
POS Search Fields — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Fieldfield | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Fieldnamefieldname | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.